Home › Compare › GWSVX vs DIVO
GWSVX yields 3.73% · DIVO yields 6.49%● Live data
📍 DIVO pulled ahead of the other in Year 1
Combined, GWSVX + DIVO cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of GWSVX + DIVO for your $10,000?
The investment seeks to provide a high level of capital appreciation. Under normal circumstances, the fund will invest in a concentrated portfolio of twenty-five to thirty-five equity securities. It could potentially invest up to 50% of its net assets in five securities that represent the largest, and thus the highest conviction, positions. The balance of the fund’s net assets not so invested will be held in short term high grade investments or cash and cash equivalents. It is non-diversified.
Full GWSVX Calculator →DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.
Full DIVO Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.